From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete?
We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Quest to Engineer the Future” to discuss.
Yesterday
Balaji Srinivasan: Prove Correct, Not Just Go Direct
Erik Torenberg and Theo Jaffee speak with Balaji Srinivasan, angel investor, entrepreneur, and author of The Network State, about how AI is transforming media, eroding trust, and reshaping how information is created and verified. They discuss why systems like hiring, journalism, ... Show More
2h 1m
Apr 6
Peter Yang on Small Teams, Coding Agents, and Why Human Ambition Has No Ceiling
Anish Acharya speaks with Peter Yang, creator and product lead at Roblox, about how personal AI agents are replacing the apps we open every day, why coding agents feel like slot machines, and what happens when the cost of building software drops to near zero. They discuss why fut ... Show More
28m 37s
Apr 21
Marc Andreessen: Monitoring the Situation and the Future of Media
Erik Torenberg and Theo Jaffee speak with Marc Andreessen, cofounder and general partner at a16z, about the launch of Monitoring the Situation (MTS), a new, always-on media network on X. They discuss the rise of the “current thing,” how narratives spread in real time, and why int ... Show More
1h 7m
Sep 2025
China Has Mass. Can America Catch Up?
<p>Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More
56m 21s
Aug 2025
America's lawyers vs. China's engineers
America has a hard time building stuff. Roads. Trains. Bridges. Housing. Everything takes seemingly forever. Meanwhile, China seems to have no trouble at all: high-speed rails, solar panels, electric cars, bridges, ports, all churned out at breakneck speed. Why is that? Sean's gu ... Show More
51m 37s
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
May 2025
Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih
On this episode, I chat with Victor Shih about all things China. We discuss China’s massive local debt crisis, the CCP’s views on AI, what happens after Xi, and more.Victor Shih is an expert on the Chinese political system, as well as their banking and fiscal policies, and he has ... Show More
1h 29m
Aug 2025
#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism
Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ... Show More
1h 57m
<p>In his new book “Breakneck,” Dan Wang argues that the U.S. has a lot to learn from China. He also says that “no two peoples are more alike.” We have questions.</p><p> </p><ul><li><strong>SOURCES:</strong><ul><li><a href="https://danwang.co/about/">Dan Wang</a>, research fellow ... Show More
